Learn the ABC's of life insurance, how to use life insurance in estate planning for business owners
This course provides a comprehensive introduction to life insurance and its strategic uses for business owners. You'll start with the fundamentals—the ABCs of life insurance—and progress to advanced applications in estate planning, corporate tax efficiency, and business succession. Learn how life insurance can be a powerful tool not only for protection but also for wealth transfer and long-term planning within a business context.
Key topics include using life insurance in shareholder agreements, understanding the tax advantages of corporate-owned policies, and knowing when and how to use annuities to support retirement and estate strategies. Whether you're advising clients or planning for your own business, this course equips you with the insights to structure smart, tax-efficient, and future-ready solutions.
Estate Planner
Tony is a tax & estate accountant and insurance advisor working with family-owned businesses providing estate, insurance and succesion planning solutions and strategies. Tony will provide sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach will help clients through the complexities of wealth transition and tax minimization strategies.
